we agree on debt ceiling in terms of fiscal, that won't get breached. we're less certain about the continuing resolutions. we think there will be argument and sequestration a drag. >> we agree with that. >> from a growth perspective, a little more than 2%. housing is key. we see the manufacturing piece as positive, not necessarily on employment side because there's such great productivity in u.s. manufacturing and energy will add over time. there's definitely positives. still, this year, the fiscal issues -- >> i have to break in -- >> more breaking news. >> is this monopoly. >> from john harwood this morning, obama is set to nominate sally jewel extensiecu of rei equipment. >> that is so fitting. >> outdoor company for interior secretary. >> you were going to say something? >> we are a big believer in long term growth, especially energy sector. we just bought dahlman rose an investment bank focused on the natural supply chain and think there's huge growth in the capital for small companies and energy sector in particular and think there's a cyclical bo